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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,231 | $138,102-86.8% | $125,381-85.5% | $134,532-86.4% |
| Participation rate | 88.2% | 84.5%+3.7pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -22.97% | 750.73%-773.7pp | 572.31%-595.3pp | 418.27%-441.2pp |
| Employer contribution / active EE | $2,510 | $5,245-52.2% | $4,815-47.9% | $4,741-47.1% |
| Participant deferral / active EE | $5,321 | $7,801-31.8% | $7,448-28.6% | $6,401-16.9% |
| Admin fee / account holder | $556 | $11,568-95.2% | $10,007-94.4% | $11,429-95.1% |